Growth-Driven Business Banking Relationship Lead

BMO; Whitefish Bay (WI); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a Commercial Sales & Service professional to cultivate and manage relationships with small business clients in a performance-driven environment. You will develop targeted sales strategies, grow the client base, and cross-sell financial solutions while delivering exceptional service.

You will work within a collaborative team, leveraging market knowledge to build strong networks and generate growth across Wisconsin.

Qualifications

• Strong financial analysis skills and ability to assess creditworthiness.
• Knowledge of business banking products, lending processes, and related policies.
• Proven success in sales and client service with cross-selling experience.
• Excellent verbal and written communication; strong collaboration and problem solving.
• Data-driven decision making and stakeholder influence.

Responsibilities

• Cultivates and manages relationships with small business clients to grow pipeline.
• Develops sales strategies to attract new business and expand existing relationships.
• Identifies opportunities and refers to BMO colleagues as needed.
• Delivers exceptional service, provides financial guidance, and resolves issues.
• Develops business plans, monitors performance, and supports regulatory compliance.

Skills

Financial analysis

Credit assessment

Business banking products

Lending processes

Sales & service

Data driven decisions

Relationship building

Communication

Education

Bachelor's degree in related field

Post-secondary degree

Tools

CRM software

Financial modeling

Job description

BMO is seeking a Commercial Sales & Service professional to cultivate and manage relationships with small business clients in a performance-driven environment. You will develop targeted sales strategies, grow the client base, and cross-sell financial solutions while delivering exceptional service.

You will work within a collaborative team, leveraging market knowledge to build strong networks and generate growth across Wisconsin.